At a Glance
- Tasks: Support clients with compliance, tax administration, and corporate secretarial tasks.
- Company: Join one of Australia's top accounting firms with a focus on innovation and client satisfaction.
- Benefits: Enjoy flexible working, professional development support, and wellness initiatives.
- Other info: Experience a vibrant culture with regular social events and career growth opportunities.
- Why this job: Be mentored by industry leaders while making a real impact in client services.
- Qualifications: 3-5 years in accounting or legal admin, with strong communication and organisational skills.
The predicted salary is between 62100 - 75900 $ per year.
BG Private is one of Australia’s leading Accounting, Audit and Advisory firms. Proudly ranked among the AFR Top 50 Accounting Firms nationally, we are recognised as a leading practice in both Melbourne and Sydney. Our team of 16 Partners and 120 staff are committed to excellence and client satisfaction, helping over 7,000 clients achieve their personal and business goals. We are constantly pushing the boundaries with our innovative work practices and cutting-edge solutions and believe in creating a fulfilling and inspiring work environment where our people can thrive.
Our Culture
- We are committed to continuous development and career progression.
- Our people are our most valuable asset, and we provide clear pathways for leadership and partnership opportunities.
- You will be mentored by industry-leading professionals dedicated to your growth and success, with opportunities to collaborate and contribute meaningfully.
- Up to 16 weeks paid parental leave and 2 days wellness leave per annum.
- Hybrid and flexible working arrangements.
- BG Skills Academy to accelerate your professional development.
- Financial support for postgraduate studies and paid professional memberships.
- Health and wellbeing initiatives, including EAP and annual flu vaccinations.
- Regular social events, including open bar on Fridays and regular in-house morning teas.
- Discounted gym memberships.
- Fully reimbursed all-day parking.
- Direct access to partners.
About The Role
We are seeking a Client Services Coordinator to join our Accounting and Business Advisory team. In this role, you will provide AML Compliance, Corporate Secretarial, Tax Administration and General Administration Support. Using your expertise, a typical week would include:
- Complete AML/CTF checks on new and existing clients.
- Conduct KYC and CDD reviews, including beneficial ownership, PEP, sanctions and adverse media screening.
- Assisting with Tax administration including collating and sending Tax Returns, Activity Statements, and FBT returns.
- Maintaining Corporate Registers for clients, including company secretarial changes as required, incorporation of companies and establishment of trusts.
What we are looking for
- 3-5 years experience within an Accounting or Legal administration role, including Corporate Secretarial experience.
- Practical understanding of organisational structures, including Companies, Trusts and Self-Managed Superannuation Funds.
- Practical understanding of AUSTRAC KYC and CDD requirements.
- Excellent interpersonal, written, and verbal communication skills.
- High ethical standards and a client-first mindset.
- Exceptional time management skills and the ability to prioritise effectively.
- Highly organised with strong attention to detail.
- Ability to work autonomously and exercise sound judgement.
BG Private…For Today, Tomorrow & Beyond.
Client Services Coordinator employer: BG Private
BG Private is an exceptional employer, offering a dynamic and supportive work environment in the heart of Melbourne or Sydney. With a strong commitment to employee growth, we provide clear pathways for career progression, mentorship from industry leaders, and a range of benefits including flexible working arrangements, wellness initiatives, and professional development support. Join us to be part of a collaborative team that values innovation and client satisfaction while enjoying regular social events and a culture that prioritises your well-being.
